Robert Kristof is a financial advisor at Casey Wealth Management, Inc. in Orland Park, Illinois, with 20 years of industry experience. He holds a Series 66 designation and has worked at Sammons Securities Company, LLC since 2009 while also maintaining his role at Casey Wealth Management since 2005. Casey Wealth Management, founded in 2002, provides customized financial planning, consulting, and investment management primarily to individual clients and occasionally to pension and profit-sharing plans. The firm employs fundamental security analysis and a buy-and-hold strategy with quarterly portfolio reviews, managing non-discretionary assets without focusing on high-net-worth households.

Andrew Farinelli is a financial advisor at Wavvest Wealth with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Embree Financial Group, McAdam LLC, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is the owner and president of Farinelli Financial LLC, providing comprehensive financial planning and investment management services. Wavvest Wealth serves individual clients directly and through sub-advisory arrangements, as well as managing employer-sponsored retirement plans. The firm uses proprietary technology to support risk profiling and portfolio construction, offering discretionary management across a diversified range of securities with oversight from an Executive Investment Committee.

Sheila Padden is a CFP® and PFS™ credentialed advisor with 13 years of experience at Padden Financial Planning LLC and over 27 years as a CPA. She has led her firm since 2013, providing financial planning services from Chicago, IL. Padden Financial Planning LLC is a fee-only advisory firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning with an investment approach focused on disciplined asset allocation, global diversification, and managing volatility through mutual funds, ETFs, and passive index funds.

John Van Ermen is a financial advisor at Exemplar Wealth Advisors, LLC with Series 63, 65, and 66 credentials and over 9 years of industry experience. His prior work includes roles at Cetera and JPM Consulting. Exemplar Wealth Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-faceted investment approach that incorporates technical and fundamental analysis, modern portfolio theory, and uses third-party managers, focusing on both traditional and alternative investments for accredited investors.

Michael Thompson is a CFA® charterholder with 11 years of industry experience. He currently serves as a financial advisor at Thompson Capital Management, LLC and Little Harbor Advisors, LLC, where he holds the role of Portfolio Manager. His prior experience includes positions at Kaizen Advisory and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, and also serves other advisers through sub-advisory arrangements. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments.

Brittany Boma is a financial advisor at Joseph Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and also operates BOMA LLC, a law contract review firm where she works as an attorney. Prior to joining Joseph Wealth Management, she has held roles at Joseph Eden Capital, CTA, and the City of Chicago. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in discretionary client assets and employs a mix of fundamental, technical, cyclical, and modern portfolio theory approaches, including more active strategies such as short-term options trading for suitable accounts.

Alexander Paris Jr. is a CFA® charterholder with 38 years of industry experience. He has been associated with Barrington Research Associates, Inc. since 1985 and currently serves at Barrington Asset Management, Inc., a firm with a four-advisor team based in Chicago, IL. Barrington Asset Management, Inc. provides portfolio management services primarily to high-net-worth individuals, pension and profit-sharing plans, and other pooled investment vehicles. The firm combines bottom-up fundamental research with top-down macroeconomic analysis and selective technical inputs to manage a variety of investment products, including equities, mutual funds, ETFs, options, limited partnerships, and fixed income.

Marcin Szczepaniak is a financial advisor at Kai Wealth LLC in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, LPL Financial LLC, and M1 Finance. Kai Wealth LLC provides investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and corporations through separately managed accounts. The firm employs a multi-strategy investment approach incorporating quantitative modeling, third-party manager selection, and derivatives, with oversight focused on manager due diligence rather than daily trade supervision.

Mario Tate is a Series 65-licensed financial advisor at Millennial Wealth Advisors in Chicago, IL, with nine years of industry experience. He has worked at Millennial Wealth Advisors since 2018 and previously spent time at Banyan Tree Investment Consulting, LLC, and Tatewick Enterprises. Millennial Wealth Advisors is an SEC-registered investment adviser serving individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm focuses on portfolio management and consolidated reporting, employing technical analysis and a mix of long- and short-term trading strategies, primarily using non-discretionary assets with client trade approval.

Ryan Dolan is a financial advisor with AllStreet Wealth in Chicago, holding a Series 65 designation and two years of industry experience. His prior roles include work at Midwest Small Business Accounting and Tax and various positions in education and distribution services. AllStreet Wealth provides financial planning and discretionary investment management services to individuals, high-net-worth clients, and business owners, utilizing a long-term, passive investment approach focused on asset allocation and Modern Portfolio Theory. The firm offers multiple planning tiers that integrate financial planning with investment management tailored to client needs.

Vitaly Novok is a financial advisor at Lestna Retirement, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Lestna Retirement since 2014. In addition to his advisory role, he maintains an active Illinois real estate broker license with Redfin Corporation. Lestna Retirement is a fee-only wealth management firm serving individuals, families, and institutional clients, including retirement plans and charitable organizations. The firm focuses on long-term strategic asset allocation, using diversified, low-cost investments and tax-aware portfolio management while providing fiduciary consulting and discretionary investment services.

Michael Kwon is a financial advisor with Steward Advisors, LLC in Chicago, IL, holding Series 65 and Series 66 designations and 13 years of industry experience. He has been with Steward Advisors since 2013. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets, offering integrated financial planning, Monte Carlo retirement analysis, and tailored portfolios that include ETFs, mutual funds, individual securities, and derivatives strategies.

Tristen Utterback is a financial advisor with Schamberger, Greylak & Utterback Wealth Management, LLC in Chicago, IL. He holds a Series 66 designation and has two years of industry experience, including roles at LPL Financial and Northern Trust. Outside of his advisory work, he serves as a board member for HFS Chicago Scholars, an education enrichment program for high school students. Schamberger, Greylak & Utterback Wealth Management is an SEC-registered firm with five advisors managing approximately $236 million for over 600 clients. The firm offers discretionary asset management, financial planning, and ERISA plan consulting, using a tailored investment approach that includes quality, out-of-favor stocks and option strategies, alongside access to LPL Financial–sponsored programs.

Young Im is a CFA® charterholder and holds a Series 63 license, currently serving as an advisor at Burling Wealth Partners in Chicago, IL. He has 14 years of industry experience, including 13 years at CI Segall Bryant & Hamill before joining Burling Wealth Partners. Burling Wealth Partners is an SEC-registered advisory firm that offers investment management and comprehensive financial planning to individuals, family offices, trusts, estates, private foundations, corporations, and qualified retirement plans. The firm employs a client-centered, holistic process and typically pursues a long-term investment approach while maintaining flexibility for tactical adjustments.

Mark Holden is a CFP®-designated financial advisor at Vestor Capital, LLC with 16 years of industry experience. He has worked at Vestor Capital since 2021 and previously held roles at TD Ameritrade, Inc. and Thinkorswim Inc. in Chicago, IL. Vestor Capital, LLC provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to implement diversified strategies across various asset classes.

Frank Pavlica is a financial advisor with Strategic Investment Solutions, Inc. and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at Purshe Kaplan Sterling Investments, LPL Financial LLC, and has operated his own CPA firm since 1976. He serves on the board of directors for Cornerstone National Bank & Trust Company and provides tax preparation and accounting services through his CPA practice. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, using institutional funds primarily from Dimensional Fund Advisors and maintaining a long-term, buy-and-hold strategy with periodic reviews.

Stephen Konsler is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an associate board member for the Daniel Murphy Scholarship Foundation, a charitable organization focused on volunteer and fundraising activities. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized investment committee to manage concentrated, low-turnover equity portfolios alongside fixed income and alternative strategies, overseeing approximately $2.08 billion in discretionary assets through a team of 21 advisors.

Ryan Williamson is a CFP® professional with 26 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial for over two decades. Outside of his advisory work, he is an author of a financial planning book and plays guitar in a band. Horizon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning with a long-term, fiduciary approach, managing diversified portfolios and offering ongoing portfolio monitoring.

Mark Kerman is a financial advisor at RCM Wealth Advisors in Chicago, IL, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Harvest Investment Services, LLC, and ProEquities, Inc. In addition to his advisory role, Kerman is a partner and CPA at Siepert & Co. LLP, an accounting firm where he provides accounting, consulting, and tax planning services. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental and cyclical analysis supported by an internal Investment Policy Committee, offering tailored portfolios and a variety of strategies including ETF-driven allocations and options-based programs.

Brewster Lindblad is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with 12 years of industry experience. He has been with The Mosaic Financial Group since 2011. The Mosaic Financial Group serves high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm integrates investment advisory with estate and financial planning, tax preparation, and bookkeeping, emphasizing asset allocation and offering both discretionary and non-discretionary portfolio management.